Midland Wealth Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
2,964
-1,668
| -36% | -$136K | 0.01% | 157 |
|
|
2025
Q1 | $365K | Sell |
4,632
-5,082
| -52% | -$401K | 0.02% | 139 |
|
|
2024
Q4 | $735K | Sell |
9,714
-1,215
| -11% | -$92K | 0.04% | 103 |
|
|
2024
Q3 | $883K | Sell |
10,929
-132
| -1% | -$10.7K | 0.05% | 102 |
|
|
2024
Q2 | $754K | Sell |
11,061
-1,689
| -13% | -$115K | 0.04% | 111 |
|
|
2024
Q1 | $837K | Sell |
12,750
-2,145
| -14% | -$141K | 0.05% | 103 |
|
|
2023
Q4 | $943K | Buy |
+14,895
| New | +$943K | 0.06% | 92 |
|